Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PFA
3476
Pettinga Financial Advisors
Indiana
$186M -$6.81M -4% 2.09% 57.3% 94
WEO
3477
William E. Oberndorf
$185M -$19M -9% 9.16% 107% 11
SCM
3478
Shah Capital Management
North Carolina
$185M +$5.39M +3% 6.57% 231% 19
WAMC
3479
Western Asset Management Company
California
$185M +$8.67M +5% 2.71% 3.6% 23
SCA
3480
Stokes Capital Advisors
South Carolina
$185M +$8.77M +5% 3.3% 53.4% 77
VCM
3481
Voce Capital Management
California
$185M -$6.63M -3% 1.82% 69.2% 15
MFT
3482
Moisand Fitzgerald Tamayo
Florida
$185M +$1.14M +0.6% 0.71% 35.1% 294
BCM
3483
Bourgeon Capital Management
Connecticut
$185M +$12.2M +7% 1.5% 67.5% 244
MCM
3484
Monument Capital Management
Virginia
$184M -$1.2M -0.6% 2.73% 108% 91
MKC
3485
M. Kraus & Co
Vermont
$184M +$4.53M +3% 1.95% 41.3% 47
BCM
3486
Beck Capital Management
Texas
$184M -$5.5M -3% 3.26% 187% 118
CG
3487
Cynosure Group
Utah
$184M -$33.8M -16% 2.11% 56.9% 78
CFG
3488
Cambridge Financial Group
Ohio
$184M -$4.17M -2% 3.62% 33
IVGAI
3489
Index Venture Growth Associates II
Jersey
$184M -$150M -45% 34.5% 3
PWPS
3490
Pinnacle Wealth Planning Services
Ohio
$184M +$18M +11% 1.05% 68.6% 220
SM
3491
Soapstone Management
Maryland
$184M -$356K -0.2% 6.45% 50.4% 22
TFM
3492
Trimaran Fund Management
New York
$184M +$5.02M +3% 2.81% 82.8% 1
TWM
3493
Tolleson Wealth Management
Texas
$183M +$38.4M +26% 1.63% 53.9% 62
MP
3494
Marlowe Partners
New York
$183M +$10.4M +6% 5.26% 16.3% 22
MIC
3495
Meridian Investment Counsel
California
$183M +$2.36M +1% 0.95% 72.3% 184
CNC
3496
Citizens & Northern Corp
Pennsylvania
$183M +$3.37M +2% 2.26% 62.4% 107
SI
3497
SCP Investment
California
$183M +$5.34M +3% 1% 68.9% 83
SCM
3498
Sitrin Capital Management
California
$183M -$4.44M -2% 2.52% 105% 42
S
3499
SimplyRich
California
$183M +$2.11M +1% 2.81% 61.4% 158
USGIU
3500
U.S. Global Investors (USGI)
Texas
$183M -$10.2M -5% 1.31% 67.7% 223